Joseph and Helen Ertl Family Foundation
Joseph and Helen Ertl Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DUBUQUE, IA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 51 grants totaling $144K. Net investment income was $78K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
-0.7% YoY
Annual Giving
$144K
-8.6% YoY
Grant Count
51
-3.8% YoY
Avg Grant Size
$3K
-5.1% YoY
Under IRS private-foundation payout rules, Joseph and Helen Ertl Family Foundation reported a distributable amount of $153K for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph and Helen Ertl Family Foundation
Based on IRS filings
Joseph and Helen Ertl Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DUBUQUE, IA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 51 grants totaling $144K. Net investment income was $78K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,016,006 | $2,030,982 | $2,015,045 |
| Revenue | $159,331 | $199,460 | $381,644 |
| Expenses | $174,307 | $183,520 | $164,733 |
| Qualifying Distributions | $144,250 | $157,900 | $147,450 |
| Net Investment Income | $77,557 | $69,087 | $46,649 |
| Distributable Amount | $153,196 | $133,256 | $124,201 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
149 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Francis Xavier Church ($31,000), Dyersville Industries Inc ($25,000), Beckman Catholic High School ($16,500).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS DUBUQUE, IA | PROVIDE SUPPORT | $1,000 |
| AQUINAS COMMUNICATIONS INC DUBUQUE, IA | PROVIDE SUPPORT | $500 |
| AREA RESIDENTIAL CARE DUBUQUE, IA | PROVIDE SUPPORT | $500 |
| ASU FOUNDATION TEMPE, AZ | PROVIDE SUPPORT | $500 |
| BECKMAN CATHOLIC HIGH SCHOOL DYERSVILLE, IA | PROVIDE SUPPORT | $16,500 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE DUBUQUE, IA | PROVIDE SUPPORT | $4,000 |
| CATHOLIC WORKER HOUSE CEDAR RAPIDS, IA | PROVIDE SUPPORT | $500 |
| CITY OF GUTTENBERG GUTTENBERG, IA | PROVIDE SUPPORT | $500 |
| CLARITY CLINIC DUBUQUE, IA | PROVIDE SUPPORT | $2,400 |
| COMMUNITY FOUNDATION OF GREATER DUBUQUE DUBUQUE, IA | PROVIDE SUPPORT | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH ERTL | DIRECTOR | 1 | — |
| HELEN ERTL | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joseph and Helen Ertl Family Foundation?
Joseph and Helen Ertl Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DUBUQUE, IA. It holds $2.0M in total assets as of 2024.
How large is Joseph and Helen Ertl Family Foundation?
As of 2024, Joseph and Helen Ertl Family Foundation holds $2.0M in total assets with $159K in annual revenue. It awarded 51 grants totaling $144K in 2024.
Where does Joseph and Helen Ertl Family Foundation operate?
Joseph and Helen Ertl Family Foundation has awarded grants in Arizona, California, Colorado, Florida, Iowa, Illinois, Massachusetts, Minnesota, Nebraska, New York, Ohio, South Dakota.
What size grants does Joseph and Helen Ertl Family Foundation award?
In 2024, Joseph and Helen Ertl Family Foundation awarded 51 grants totaling $144K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Joseph and Helen Ertl Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph and Helen Ertl Family Foundation reported a distributable amount of $153K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph and Helen Ertl Family Foundation's EIN?
Joseph and Helen Ertl Family Foundation's EIN (Employer Identification Number) is 20-3663610. IRS Form 990 filing data is available on this page for 2022–2024.
Explore Open Grants
Browse active grant opportunities in Joseph and Helen Ertl Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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